Frequently Asked Questions
Answers to the questions we hear most often about how Wertelogix sources data, builds reports, and keeps your information secure. If you don't see what you're looking for, reach out via our contact page.
What exactly does Wertelogix do?
Wertelogix aggregates publicly available and connected account data into a single dashboard, then applies a consistent methodology to surface trends, flag anomalies, and summarize activity in plain language. It is built for people who want oversight without spending hours manually reconciling numbers.
Do I need financial or technical experience to use it?
No. The platform is designed so that a first-time user can understand the summaries and visualizations without prior training. Where a term or calculation might be unfamiliar, we include a short explanation next to it rather than assuming background knowledge.
How does Wertelogix connect to my accounts or data sources?
You choose which sources to link during setup. Connections are established through standard authorization flows, and you can review or remove any connected source at any time from your account settings.
Is my data shared with third parties?
We do not sell personal data. Information is used to generate your reports and improve the reliability of our internal processes. For full details on how data is collected, stored, and processed, please refer to our Privacy Policy.
How often are reports and figures updated?
Update frequency depends on the connected source and the type of report. Some summaries refresh on a rolling schedule, while others are generated on demand when you open the dashboard. Any figures shown as examples on our marketing pages are illustrative only.
Can I cancel or disconnect at any time?
Yes. You can disconnect linked sources, pause reporting, or close your account from within your settings. There is no requirement to contact support to make these changes, though we're available if you'd prefer assistance.
What happens to my data if I close my account?
When you close your account, associated data is scheduled for deletion in line with the retention periods described in our Privacy Policy. Some records may be retained briefly where required for legal or operational reasons before final removal.
Does Wertelogix give financial advice?
No. Wertelogix provides organizational and analytical tools to help you review information you already have access to. It does not offer investment, tax, or financial advice, and nothing on the platform should be interpreted as a personalized recommendation.
How is my account secured?
Access is protected through standard authentication practices, and connections to external sources use authorization protocols rather than storing raw credentials where possible. We recommend using a strong, unique password and enabling any additional security options offered on your account.
Is there a cost to use Wertelogix?
Pricing details, including any free access tiers or paid plans, are outlined during sign-up and in your account area. We aim to be upfront about costs before you connect any data source.
Who can I contact if I have a question that isn't answered here?
Visit our Contact page to reach out with any additional questions. We try to respond to inquiries as promptly as our team's capacity allows.